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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,258 | $185,312+134.9% | $161,489+169.5% | $154,746+181.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.27% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,529 | $4,769-47.0% | $4,268-40.7% | $4,379-42.2% |
| Participant deferral / active EE | $15,000 | $6,350+136.2% | $5,630+166.4% | $6,730+122.9% |
| Admin fee / account holder | $9,910 | $18,654-46.9% | $16,006-38.1% | $14,365-31.0% |